ESOA vs. VRT
ESOA (Energy Services Of America Corp) and VRT (Vertiv Holdings Co.) are both stocks. Both are in the Industrials sector — ESOA in Engineering & Construction, VRT in Electrical Equipment & Parts. Over the past 5 years, ESOA returned 49.24%/yr vs 62.98%/yr for VRT. At a 0.13 correlation, their price movements are largely independent.
Performance
ESOA vs. VRT - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with ESOA having a 89.54% return and VRT slightly lower at 85.57%.
ESOA
- 1D
- 3.55%
- 1M
- -10.75%
- YTD
- 89.54%
- 6M
- 82.22%
- 1Y
- 42.15%
- 3Y*
- 91.64%
- 5Y*
- 49.24%
- 10Y*
- 27.68%
VRT
- 1D
- 0.02%
- 1M
- -11.59%
- YTD
- 85.57%
- 6M
- 61.97%
- 1Y
- 160.87%
- 3Y*
- 142.34%
- 5Y*
- 62.98%
- 10Y*
- —
ESOA vs. VRT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
ESOA Energy Services Of America Corp | 89.54% | -34.42% | 111.44% | 140.93% | -22.02% | 223.53% | 32.47% | -30.56% | 47.50% |
VRT Vertiv Holdings Co. | 85.57% | 42.80% | 136.82% | 251.81% | -45.25% | 33.80% | 69.36% | 12.55% | 1.03% |
Correlation
The correlation between ESOA and VRT is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.28 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.30 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.21 |
Correlation (All Time) Calculated using the full available price history since Jul 30, 2018 | 0.13 |
The correlation between ESOA and VRT shifts across timeframes, from 0.13 (all time) to 0.30 (3 years), reflecting how their relationship changes across market environments.
Fundamentals
ESOA:
$271.43M
VRT:
$117.86B
ESOA:
$0.55
VRT:
$3.99
ESOA:
28.25
VRT:
75.41
ESOA:
0.65
VRT:
0.33
ESOA:
0.59
VRT:
10.84
ESOA:
3.33
VRT:
27.77
ESOA:
$440.96M
VRT:
$10.84B
ESOA:
$52.66M
VRT:
$3.92B
ESOA:
$27.20M
VRT:
$2.35B
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Return for Risk
ESOA vs. VRT — Risk / Return Rank
ESOA
VRT
ESOA vs. VRT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Energy Services Of America Corp (ESOA) and Vertiv Holdings Co. (VRT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| ESOA | VRT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.12 | ||
| Sortino ratioReturn per unit of downside risk | -1.81 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.41 | -0.23 |
| Calmar ratioReturn relative to maximum drawdown | 1.36 | 6.53 | -5.17 |
| Martin ratioReturn relative to average drawdown | 2.75 | 18.20 | -15.45 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ESOA | VRT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.67 | 2.79 | -2.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 1.03 | -0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.29 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.23 | 1.00 | -0.77 |
Drawdowns
ESOA vs. VRT - Drawdown Comparison
The maximum ESOA drawdown since its inception was -76.67%, which is greater than VRT's maximum drawdown of -71.24%. Use the drawdown chart below to compare losses from any high point for ESOA and VRT.
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Drawdown Indicators
| ESOA | VRT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.67% | -71.24% | -5.43% |
Max Drawdown (1Y)Largest decline over 1 year | -31.16% | -24.78% | -6.38% |
Max Drawdown (3Y)Largest decline over 3 years | -57.43% | -61.28% | +3.85% |
Max Drawdown (5Y)Largest decline over 5 years | -57.43% | -71.24% | +13.81% |
Max Drawdown (10Y)Largest decline over 10 years | -69.62% | — | — |
Current DrawdownCurrent decline from peak | -19.03% | -20.11% | +1.08% |
Average DrawdownAverage peak-to-trough decline | -33.05% | -16.22% | -16.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 15.37% | 8.89% | +6.48% |
Volatility
ESOA vs. VRT - Volatility Comparison
Energy Services Of America Corp (ESOA) has a higher volatility of 23.82% compared to Vertiv Holdings Co. (VRT) at 16.60%. This indicates that ESOA's price experiences larger fluctuations and is considered to be riskier than VRT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ESOA | VRT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 23.82% | 16.60% | +7.22% |
Volatility (6M)Calculated over the trailing 6-month period | 47.21% | 45.55% | +1.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 63.12% | 58.11% | +5.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 76.04% | 61.81% | +14.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 96.13% | 54.61% | +41.52% |
Dividends
ESOA vs. VRT - Dividend Comparison
ESOA's dividend yield for the trailing twelve months is around 0.78%, more than VRT's 0.07% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
ESOA Energy Services Of America Corp | 0.78% | 1.47% | 0.24% | 1.84% | 0.00% | 0.00% | 0.00% | 6.49% | 0.00% | 5.88% |
VRT Vertiv Holdings Co. | 0.07% | 0.11% | 0.10% | 0.05% | 0.07% | 0.04% | 0.05% | 0.00% | 0.00% | 0.00% |
Financials
ESOA vs. VRT - Financials Comparison
This section allows you to compare key financial metrics between Energy Services Of America Corp and Vertiv Holdings Co.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
ESOA vs. VRT - Profitability Comparison
ESOA - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Energy Services Of America Corp reported a gross profit of 10.23M and revenue of 93.17M. Therefore, the gross margin over that period was 11.0%.
VRT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Vertiv Holdings Co. reported a gross profit of 999.70M and revenue of 2.65B. Therefore, the gross margin over that period was 37.7%.
ESOA - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Energy Services Of America Corp reported an operating income of 1.06M and revenue of 93.17M, resulting in an operating margin of 1.1%.
VRT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Vertiv Holdings Co. reported an operating income of 440.10M and revenue of 2.65B, resulting in an operating margin of 16.6%.
ESOA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Energy Services Of America Corp reported a net income of 215.55K and revenue of 93.17M, resulting in a net margin of 0.2%.
VRT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Vertiv Holdings Co. reported a net income of 390.10M and revenue of 2.65B, resulting in a net margin of 14.7%.
Frequently Asked Questions
ESOA and VRT have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ESOA has higher volatility (23.82%) compared to VRT (16.60%). In terms of maximum drawdown, ESOA dropped -76.67% vs VRT's -71.24%.
VRT currently has the higher Sharpe Ratio (2.79 vs 0.67), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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